+168.1%
DAL vs ALLE
+90.7%
+77.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.9% | -1.5% | -2.7% |
| 7D | +4.6% | 0.0% | +4.5% | +4.7% |
| 30D | +2.3% | +20.6% | -18.3% | -8.1% |
| 3M | -8.1% | +11.4% | -19.5% | -13.6% |
| 6M | +21.4% | +42.5% | -21.1% | -1.8% |
| YTD | +24.3% | +18.9% | +5.4% | +10.3% |
| 1Y | +47.4% | +14.2% | +33.2% | +34.2% |
| All | +168.1% | +90.7% | +77.4% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ALLE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling